Notes

[Lori563]

Is there a worksheet or note in a clients tax return that I can use that will carry forward each year for client specific info for me to see but not to file?

[Terry53029 · Accepted solution]

when in clients file I hi-lite last name and click on the pencil icon. Then you will have a note that carries over. You can use any field to leave notes, but I only use last name for something I want to carry over of general info for that client.

[Lori563]

Thanks so much!! Works great! A little embarrassed I didn't know  about that pencil. I've had pro series since 2007!

[rbynaker]

If you use the Client Status, there are fields at the bottom for current year info and permanent info.

[Lori563]

Thanks!!